Step 3 begins after you submit your Conversion Checklist. In this step, ParishSOFT provides the information you need to submit your data for conversion while allowing you to continue working in your current system until instructed otherwise.

What Happens in Step 3

After your Conversion Checklist is submitted:

• ParishSOFT sends a confirmation email
• The email includes instructions and deadlines related to your data submission

This step prepares you for the Initial Data Conversion.

Information You Will Receive

The confirmation email includes:

• Your deadline for submitting data
• Instructions for submitting your data
• Backup and FTP instructions
• The FTP address, username, and password

Working on Your Data During This Step

• You may continue working in your existing system during this phase
• You can continue making updates until you complete the Initial Data Conversion review

If you're not sure where your actual data is stored in your current software, follow the link below to see the typical location or extraction method for several common software programs.  If you do not see your software listed, contact customer support for your current software. Typical Data Location or Data Export

You will be notified when it is time to stop entering updates.

What Comes Next

After you submit your data and the Initial Data Conversion is completed:

• You will receive login information to access your converted data
• Your data will be placed in a read‑only state for review
• You will have five business days to complete your review

Details for reviewing converted data are covered in Step 4.

If you would like to read all the steps in the Conversion Process, click the Conversion Steps document below: